Lisa
My feedback
13 results found
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5 votesLisa
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37 votesLisa
supported this idea
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37 votesLisa
supported this idea
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51 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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66 votesLisa
supported this idea
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33 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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332 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Lisa
commented
We type all of our appointment notes into the activity description before completing. I can't tell you how many times I have been in the middle of that process and get interrupted with a call or question and end up leaving that screen without saving first.
PLEASE either add a Saved as Draft option, an Auto Save feature, or at least a notification pop-up that asks if you want to leave without saving!!!
Lisa
supported this idea
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376 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Lisa
commented
I am a newer user, and am not familiar with the previous version, but we struggle with this issue as well.
It would be great to see due dates populate based on the completion date of the previous step. I have missed several workflow tasks because they never showed up on my "Today" screen because it didn't get to my step until after the assigned due date.
Another help would be to have the option to see Past Due task filtering on "Workflows Due Today"
Lisa
supported this idea
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79 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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39 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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570 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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774 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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348 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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An error occurred while saving the comment Lisa
commented
We cover several office locations. A "Preferred Location" would be great!
YES!!!! The last update removed the ability to choose the day of the week for annual recurring events. Now we have things showing up on weekends. Having the ability to skip holidays and weekends would solve this issue. Since there is similar functionality on workflow tasks, it seems like this should be a no-brainer!